Planning to Downsize or Rightsize?

Posted by Jason Bakker on January 11, 2018 at 8:04 AM

As life changes, so does our use of space. For every milestone in our life, we use space differently. Whether you’re welcoming a new child, or proudly in the empty nest phase you may have decided the space you are in is no longer right for your needs. Preparing for a new rightsized space can be an overwhelming prospect. Planning for your move can help you manage the process over time.

In preparation of a downsize or rightsize here are a few items to check off your list:

☐ Set a date for your move.

☐ Interview and hire a Realtor.

☐ Begin to Sort and Declutter small amounts daily as early as 5-6 months before your move.

☐ Plan for your new space by learning the dimensions and deciding what items you will have room for.

☐ Create a floor plan or template of your new abode.

☐ Consult an accountant or tax expert on what financial records should be retained.

☐ Obtain a storage unit to slowly transfer items you want to keep, yet don’t intend to donate or sell.

☐ Decide which items may need to be appraised.

☐ Gather quotes from and hire an appraiser.

☐ Decide which items will be donated and schedule pick up/drop-off.

☐ Schedule utility transfers, connections, and disconnections.

☐ Create an inventory of items you will take with you room-by-room.

☐ Pack your items according to your inventory list.

☐ Create an “Essentials Kit” that includes everything you need for the first few days in your new home. This would include toiletries, a change of clothes, basic first aid items, bedding, cups and plates, drinks, and snacks.

☐ Move plants and pets.

☐ Facilitate move related services.

☐ Unpack your items using your inventory list and space plan.

☐ File your change of address.

This list can be a large task to tackle. Proper planning in advance can lessen the load along with the help of experts.

Call Caring Transitions for a FREE in-home consultation with an office near you.